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Wealth Management Summer Analyst Program - Chief Investment Office, Investment Solutions Group, and Merrill Home Office 2027
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Job Description
- Req#: o7hmihmxhJfZ
Employer Industry: Financial Services
Why consider this job opportunity:
- Comprehensive internship program with hands-on experience in wealth management
- Opportunity for career advancement and growth within a leading financial institution
- Extensive on-the-job training, coaching, and mentorship provided
- Work alongside industry experts in a collaborative and inclusive environment
- Exposure to various roles within the Chief Investment Office, Investment Solutions Group, and Merrill Home Office
- Chance to make a meaningful impact in the financial lives of clients
What to Expect (Job Responsibilities):
- Participate in various projects within the Chief Investment Office, Investment Solutions Group, or Merrill Home Office
- Collaborate with teams to support wealth management strategies and client solutions
- Conduct research and analysis to inform investment strategies and portfolio management
- Assist in the development of presentations and reports for internal and external stakeholders
- Engage in educational events and training sessions to enhance professional skills
What is Required (Qualifications):
- Bachelor’s or bachelor’s direct to master’s degree program student with a graduation date between November 2027 and August 2028
- Demonstrated record of achievement through extracurricular activities or leadership roles
- Strong finance knowledge and analytical skills
- Excellent verbal and written communication skills
- Ability to work effectively within a team and think independently
How to Stand Out (Preferred Qualifications):
- Minimum GPA of 3.2
- Technical skills in Excel and PowerPoint
- Major or minor in Quantitative Finance, Financial Engineering, or a related field
- Experience managing and analyzing large data sets using data science tools
- Knowledge of coding and programming skills, including Bloomberg, FactSet, Python, or R
#FinancialServices #WealthManagement #InternshipOpportunity #CareerGrowth #DiversityAndInclusion
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